Copperleaf Capital, LLC Portfolio Holdings

Copperleaf Capital, LLC

  • $139 Million
  • Q2 2025

Copperleaf Capital, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $9.7M, Ishares Core Total Usd Bond Ma with a value of $7.66M, Dimensional ETF Tr U S Core Eq with a value of $5.87M, Ishares S&P 500 Growth ETF with a value of $5.69M, and Ishares Msci Usa Quality Facto with a value of $5.13M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $123M to 139M.

Copperleaf Capital, LLC is based out at Raleigh, NC

Below you can find more details about Copperleaf Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $86.9 Million
Technology: $16.1 Million
Financial Services: $8.86 Million
Consumer Cyclical: $7.81 Million
Communication Services: $7.58 Million
Healthcare: $4.92 Million
Industrials: $1.64 Million
Consumer Defensive: $1.58 Million
Other: $2.83 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $139 Million
  • Prior Value $123 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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